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Episodes
Monday Jun 24, 2024
Monday Jun 24, 2024
The wait is over! Part 2 of our mythbusting series is here. We started with 21 myths compiled from a combination of Christian's brain and ChatGPT. In part one, we mythbusted 8 of them. This week, we're hitting 6 more. From transparency to the cost of investing, tune in to hear the truth.
Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact on each of their unique clients.
Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com !
Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast
Monday Jun 17, 2024
Monday Jun 17, 2024
This week, we get to share a message we're really excited about that we've been crafting and re-crafting to perfect for you all. We're talking about the five key benefits to our whole Invest with Benefits philosophy. Plus...an exciting announcement!
Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact on each of their unique clients.
Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com !
Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast
Monday Jun 10, 2024
Monday Jun 10, 2024
This week we're talking about money, technology, and the future of FinTech. FinTech is not brand new, but we are at a pivotal point in time where we’re really seeing it take off and the things that it can do for us and could do for us in the future. Tune in to hear an honest conversation about cryptocurrency, robo-advisors, and Big Hero 6.
Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact on each of their unique clients.
Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com !
Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast
Monday Jun 03, 2024
Monday Jun 03, 2024
Today we are setting the clock back and doing some good old fashioned mythbusting. We have a list of 21 myths we are going to break down. Does high risk always equal high reward? Are alternative investments too risky? In this episode, we discuss debt, startups, and much more.
Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact on each of their unique clients.
Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com !
Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast
Monday May 27, 2024
Monday May 27, 2024
This week, we're talking about a topic that affects a lot of people. However, it's one that we tend not to think about until we start to get older. That's right. We're talking about long-term care insurance and long-term planning, specifically about the pros and cons of actually using long-term care insurance versus its alternatives.
Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact on each of their unique clients.
Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com !
Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast
Monday May 20, 2024
Monday May 20, 2024
Our past few episodes have been really focused on concepts and principles. This week, we're loosening the reins and talking about some of the key factors that really helped us differentiate ourselves and get an edge in the competition. From embracing technology to upholding transparency, we hope these strategies will help you find success as well!
Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact on each of their unique clients.
Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com !
Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast
Monday May 13, 2024
Monday May 13, 2024
Wealth building doesn't stop at 65. It just enters a different phase. We talk about retirement in different forms all the time, but today we are going to be talking specifically about mitigating market risk in retirement. Tune in to learn more about some typical planning methods, our two core strategies, and filling up your buckets.
Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact on each of their unique clients.
Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com !
Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast
Monday May 06, 2024
Monday May 06, 2024
If you want to level up your business, it's time to start networking! Community and relationships make a drastic difference when it comes to wealth building. Creating partnerships, joining communities, working with people across the country. These can all greatly enhance your business. In this episode, we explore the importance of strategic partnerships, benefits that come with networking, and pitfalls to avoid.
Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact on each of their unique clients.
Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com !
Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast
Monday Apr 29, 2024
Monday Apr 29, 2024
Today we are celebrating 150 episodes of Money Insights! Can you believe it? Joining us in this celebration are two of our star wealth strategists, Blake Brogan and Brenyn McConnell. In this episode we share some of the successes of our listeners and clients, examples of the Investment Optimizer Strategy in use, and traits we've observed in our most successful clients. From pilots and exotic cars to luxury watches and chicken farms, this episode has it all. Let's get this party started.
Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact on each of their unique clients.
Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com !
Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast
Monday Apr 22, 2024
Monday Apr 22, 2024
This week's topic was inspired by our recent live webinar with Joe Camberato. Today we're talking all things business financing and private lending. It can be difficult for small businesses to access the capital they need when working with traditional banks. That's where private lending comes in. Tune in to break it down.
Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact on each of their unique clients.
Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com !
Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast